Rockefeller Capital Management
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Rockefeller Capital Management’s Rocket Companies RKT Stock Holding History

Rockefeller Capital Management’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$589K Buy
41,355
+13,174
+47% +$240K ﹤0.01% 1878
2025
Q4 		$546K Buy
28,181
+21,727
+337% +$388K ﹤0.01% 1856
2025
Q3 		$125K Buy
+6,454
New +$113K ﹤0.01% 2470
2023
Q1 		– Sell
-8,188
Closed -$57K – 3499
2022
Q4 		$57K Sell
8,188
-976
-11% -$7.13K ﹤0.01% 2329
2022
Q3 		$57K Sell
9,164
-358
-4% -$3.11K ﹤0.01% 2279
2022
Q2 		$70K Sell
9,522
-19
-0.2% -$164 ﹤0.01% 2127
2022
Q1 		$106K Buy
9,541
+6,041
+173% +$74.7K ﹤0.01% 1954
2021
Q4 		$49K Buy
3,500
+2,219
+173% +$35.3K ﹤0.01% 2231
2021
Q3 		$20K Hold
1,281
– – ﹤0.01% 2595
2021
Q2 		$24K Sell
1,281
-424
-25% -$8.58K ﹤0.01% 2408
2021
Q1 		$39K Sell
1,705
-2,697
-61% -$60.3K ﹤0.01% 1994
2020
Q4 		$89K Buy
4,402
+4,000
+995% +$84.4K ﹤0.01% 1492
2020
Q3 		$8K Buy
+402
New +$9.37K ﹤0.01% 2086

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Rockefeller Capital Management's RKT Position: Q1 2026 in Review

Rockefeller Capital Management increased its Rocket Companies (RKT) stake by 47% in Q1 2026, buying an estimated $240K and bringing the position to 41,355 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Rockefeller Capital Management first reported a position in RKT in Q3 2020 and has held it in 13 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Rockefeller Capital Management held 41,355 shares of Rocket Companies worth $589K as of Q1 2026.
  • Rockefeller Capital Management bought 13,174 Rocket Companies shares in Q1 2026, an estimated $240K.
  • Rocket Companies made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1878 holding.
  • Rockefeller Capital Management first reported a position in Rocket Companies in Q3 2020 and has held it in 13 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.